Apple— the king of AI?

The week's question

In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.

Answer this question Continue to Shrewd'mThis note won't appear again

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)

Unthreaded | Threaded | Whole Thread (8)

Prev | Next

Post New | Post Reply | Report Post | Recommend It!

No. of Recommendations: 11

open.substack.com - Apple is the king of AI and nobody

This article was mostly over my head, but this author is claiming Apple will win the AI race by selling the equipment to run AI models at home, or at smaller businesses who can no longer afford data center token costs. Is he correct? Hope so!

The comment section is pretty interesting as well, with some smart-sounding folks claiming the AI race will be won by Google and Apple together, somehow?

Someone smarter than me please read this and let me know if his thesis makes any sense. 😂

Post New | Post Reply | Report Post | Recommend It!

Print the post Share: X · FacebookFB · LinkedInLI · WhatsAppWApp · Email

Members reply directly to Cardude here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »

This community has written 21,850 posts about Berkshire Hathaway. The article-length ones it recommended most:

BRK: Why Not XOM? · 62 recs · 2024

Second quarter comments · 60 recs · 2023

Berkshire's Profit Contributors · 58 recs · 2023

Summary of 2Q 2026 · 55 recs · 2026

3Q Summary · 53 recs · 2024

Unthreaded | Threaded | Whole Thread (8)

Prev | Next

Announcements

Berkshire Hathaway FAQ

Contact Shrewd'm
Contact the developer of these message boards.

A community forum supporting civilized, and highly helpful, self-educating investors that come together for Shrewdness and merry spirits. These message boards closely follow the look and feel of the old message boards at boards.fool.com prior to the boards redirected to discussion.fool.com. Shrewd'm is not affiliated with the comprehensive and excellent investment website The Motley Fool (TMF) in any way. The Shrewd community here has owed, and continues to owe, gratitude to The Motley Fool for nurturing a culture of jovial irreverence towards Wall St, and that tradition will continue here.